James Guess is a registered investment advisor at Smith Shellnut Wilson, based in Biloxi, MS, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 384 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees are negotiable. Fees are generally lower for non-discretionary accounts.
Fee Estimator
Location
Biloxi, MS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Smith Shellnut Wilson
State Registrations2 states
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